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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1401
Franklin Street Advisors
North Carolina
$664K -$45.3K -783 -7%
SFA
1402
Sequoia Financial Advisors
Ohio
$661K +$23.9K +414 +4%
NCM
1403
Northroad Capital Management
New York
$660K -$184K -3,191 -23%
RHDIC
1404
R.H. Dinel Investment Counsel
California
$660K – – –
ASN
1405
Advisory Services Network
Georgia
$659K +$183K +3,173 +41%
VNB
1406
Valley National Bancorp
New York
$655K -$286K -4,950 -31%
SJIM
1407
St. Johns Investment Management
Florida
$654K +$623K +10,775 New
AF
1408
Aldebaran Financial
$651K -$53.3K -922 -8%
CCT
1409
Country Club Trust
Missouri
$650K -$163K -2,819 -21%
RCA
1410
Rex Capital Advisors
Rhode Island
$647K – – –
IT
1411
Independence Trust
Tennessee
$646K +$52.6K +910 +9%
B
1412
BancorpSouth
Mississippi
$645K -$1.56K -27 -0.3%
IH
1413
IFC Holdings
Florida
$638K -$23.6K -408 -4%
WMC
1414
Westwood Management Corporation
Illinois
$638K +$57.8K +1,000 +11%
KAM
1415
Keeley Asset Management
Illinois
$634K +$86.7K +1,500 +17%
LC
1416
Loews Corp
New York
$633K -$16.3M -281,400 -96%
CK
1417
Cohen Klingenstein
New York
$631K – – –
CPO
1418
Cerity Partners OCIO
New York
$629K -$64.4K -1,115 -10%
AWS
1419
Aris Wealth Services
Pennsylvania
$616K -$411K -7,112 -41%
MJRIC
1420
Mogy Joel R Investment Counsel
California
$616K +$6.93K +120 +1%
ANBTV
1421
American National Bank & Trust (Virginia)
Virginia
$612K +$22.8K +395 +4%
RI
1422
Redwood Investments
Massachusetts
$610K -$2.41M -41,683 -81%
PMFA
1423
Plante Moran Financial Advisors
Michigan
$607K -$400K -6,922 -41%
LCM
1424
Liberty Capital Management
Michigan
$607K – – –
RC
1425
Reik & Co
New York
$607K – – –
55 56
57
58 59